YOUSIF CAPITAL MANAGEMENT, LLC Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$8.8B

Holdings

1,963

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,963 positions)

#StockSharesValue% PortfolioType
301
TMToyota Mtr Corp Sponsored Adr
26,665$5.5T61826.67%
302
STZConstellation Brands Inc Cl A
21,199$5.5T61697.19%
303
KSAIshares Msci Saudi Arbia
133,990$5.4T61568.17%
304
NVTNVent Electric Plc
70,979$5.4T61511.92%
305
EXRExtra Space Storage
34,986$5.4T61505.96%
306
EQHEquitable Holdings Inc
132,886$5.4T61421.66%
307
BIIBBiogen Inc
23,264$5.4T61006.93%
308
IQVIqvia Holdings Inc
25,412$5.4T60781.29%
309
CTVACorteva Inc
98,525$5.3T60117.55%
310
SAIASaia Inc
11,204$5.3T60111.98%
311
USFDUs Foods Holding Corp
99,214$5.3T59460.55%
312
OVVOvintiv Inc
111,842$5.2T59298.52%
313
WINGWingstop Inc
12,363$5.2T59109.73%
314
XPOXPO Inc
49,061$5.2T58911.53%
315
TOLToll Brothers Inc
45,108$5.2T58772.55%
316
BLDTopbuild Corp
13,453$5.2T58631.13%
317
PEOExelon Corp
149,270$5.2T58441.06%
318
AVBAvalonbay Communities Inc
24,765$5.1T57959.12%
319
PCGPG&E Corp
293,403$5.1T57949.90%
320
LHXL3Harris Technologies Inc
22,795$5.1T57910.14%
321
XYLXylem Inc
37,743$5.1T57907.67%
322
CTSHCognizant Technology Solutions
75,224$5.1T57864.11%
323
FICOFair Isaac Corp
3,433$5.1T57811.37%
324
HIGHartford Financial Services Gr
50,542$5.1T57482.45%
325
TRGPTarga Resources Corp
39,133$5.0T57007.96%
326
LULULululemon Athletica Inc
16,695$5.0T56411.23%
327
LENLennar Corp Cl A
33,238$5.0T56349.95%
328
BJBjs Whsl Club Holdings Inc
56,668$5.0T56308.53%
329
ITGartner Inc
11,073$5.0T56248.84%
330
ALLYAlly Financial Inc
125,052$5.0T56117.31%
331
7HPHp Inc
141,652$5.0T56115.50%
332
RNRRenaissancere Holdings LTD
22,124$4.9T55937.69%
333
GEHCGE Healthcare Technologies Inc
63,212$4.9T55717.60%
334
ELFE L F Beauty Inc
23,235$4.9T55385.03%
335
THCTenet Healthcare Corp
36,751$4.9T55304.79%
336
PWRQuanta Services Inc
19,028$4.8T54692.11%
337
LAMRLamar Advertising Co
40,430$4.8T54666.92%
338
DFSEURDiscover Financial Services
36,726$4.8T54344.87%
339
BKRBaker Hughes Company Cl A
136,349$4.8T54246.07%
340
CLHClean Harbors Inc
21,166$4.8T54147.62%
341
YUMYum Brands Inc
36,095$4.8T54084.87%
342
CDWCdw Corp
21,235$4.8T53769.24%
343
VSTVistra Corp
55,185$4.7T53673.81%
344
ODFLOld Dominion Freight Line Inc
26,761$4.7T53460.99%
345
MSCIMSCI Inc
9,783$4.7T53313.56%
346
MRNAModerna Inc
39,535$4.7T53107.92%
347
IRIngersoll Rand Inc
51,569$4.7T52991.94%
348
VICIVici Properties Inc
163,043$4.7T52822.53%
349
ACMAecom
52,783$4.7T52627.30%
350
CHTRCharter Communications Inc Cl
15,481$4.6T52354.75%
351
TTEKTetra Tech Inc
22,630$4.6T52345.49%
352
CUBECubesmart
101,999$4.6T52118.27%
353
KDPKeurig Dr Pepper Inc Com
137,874$4.6T52092.22%
354
WMSAdvanced Drain Sys Inc Del Com
28,676$4.6T52028.33%
355
LECOLincoln Electric Holdings Inc
24,293$4.6T51839.28%
356
MTDMettler Toledo International
3,273$4.6T51745.16%
357
FIXComfort Systems Usa Inc
14,989$4.6T51565.78%
358
ITTItt Inc
35,241$4.6T51497.65%
359
DTDynatrace, Inc.
101,394$4.5T51315.93%
360
ONTOOnto Innovation Inc
20,641$4.5T51265.82%
361
CASYCaseys General Stores Inc
11,855$4.5T51169.17%
362
AG8Agilent Technologies Inc
34,677$4.5T50850.01%
363
FNDFloor & Decor Holdings, Inc.-A
44,989$4.5T50591.82%
364
WWDWoodward Inc
25,622$4.5T50542.14%
365
SCIService Corp Intl
62,339$4.4T50159.89%
366
CWCurtiss Wright Corp
16,356$4.4T50137.00%
367
PHMPulte Group Inc
40,193$4.4T50058.94%
368
NLYAnnaly Capital Management Inc
231,086$4.4T49824.22%
369
REXRRexford Industrial Realty Inc
98,487$4.4T49677.57%
370
DECKDeckers Outdoor Corp
4,523$4.4T49524.89%
371
NSRGYNestle Sa Sp ADR
42,840$4.4T49464.22%
372
HSYHershey Co
23,774$4.4T49438.19%
373
CHRDChord Energy Corp
26,011$4.4T49338.08%
374
EWBCEast West Bancorp Inc
59,387$4.3T49195.39%
375
JLLJones Lang Lasalle Inc
21,184$4.3T49192.47%
376
IRMIron Mountain Inc
47,574$4.3T48230.15%
377
PDDPDD HOLDINGS INC
32,030$4.3T48171.39%
378
XELXcel Energy Inc
79,616$4.3T48102.42%
379
DGDollar General Corp
32,113$4.2T48034.67%
380
TTCToro Co
45,207$4.2T47819.80%
381
MLMMartin Marietta Materials Inc
7,759$4.2T47554.18%
382
MEDPMedpace Holdings Inc
10,160$4.2T47334.38%
383
RMEResmed Inc
21,857$4.2T47328.40%
384
VMCVulcan Materials Co
16,648$4.1T46832.45%
385
ROKRockwell Automation Inc
14,985$4.1T46663.29%
386
EIXEdison Intl
57,018$4.1T46317.05%
387
EBAEbay Inc
76,071$4.1T46227.36%
388
HPEHewlett Packard Enterprise Co
192,581$4.1T46118.83%
389
ARAntero Resources Corp
124,882$4.1T46095.75%
390
DKSDicks Sporting Goods Inc
18,824$4.0T45750.01%
391
COHRCoherent Corp
55,454$4.0T45454.32%
392
GLWCorning Inc
102,900$4.0T45222.06%
393
WTRGEssential Utils Inc
107,010$4.0T45188.33%
394
EQREquity Residential
57,519$4.0T45116.88%
395
WECWec Energy Group Inc
50,832$4.0T45115.89%
396
ATRAptargroup Inc
28,302$4.0T45081.11%
397
SAPSap Se-Sponsored Adr
19,740$4.0T45042.09%
398
UNMUnum Group
77,873$4.0T45023.24%
399
DVNDevon Energy Corp
83,901$4.0T44987.24%
400
NVRNVr Inc
522$4.0T44809.88%
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